LOGI vs TTWO
Logitech International S.A. vs Take-Two Interactive — AI-powered side-by-side comparison
LOGI
Logitech International S.A.
69
Buy
VS
TTWO
Take-Two Interactive
69
Buy
| Metric | LOGI | TTWO |
|---|
| AI Score |
69
|
69
|
| Price |
$103.08
|
$246.90
|
| P/E Ratio |
18.77×
|
-142.75×
|
| ROE |
32.1%
|
-8.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
45.1%
|
56.0%
|
| Debt / Equity |
0.04×
|
0.82×
|
| Dividend Yield |
1.5%
|
0.0%
|
| RSI (14) |
45.6
|
55.1
|
| Beta |
0.653
|
0.983
|
| Expected Upside |
+19.3%
|
+5.3%
|
AI Committee View
Current Innellis committee reasoning for LOGI versus TTWO.
The committee scores are tied.
LOGI and TTWO both score 69/100.
LOGI Committee View
83% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock. The main limiting factor is price-to-book of 6.5x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 35.7% shows genuine earnings power backing the valuation — Value
- EPS growing 29.6% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Price-to-book of 6.5x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical
- No news coverage in the last 14 days -- limited independent confirmation either way — News
TTWO Committee View
75% agreement
4 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is growth rate is decelerating quarter over quarter -- the trend line matters more than the level. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth